2025 Customer Information Form(1/28)

We don't stop at tax season - We're available year-round to serve you!
Information provided is for TAX YEAR*
Returning or New Client?*
Please provide prior 2-3 year tax returns. How did you hear about us? If referred, please let us know by who.
Requesting a link to upload tax documents?*
Check out our Facebook page for weekly giveaways!! We are accepting new tax clients this year, if you are happy with our service, please tell someone about us. Our goal is to provide the best possible service to you, our client.

Taxpayer Legal Name*
SingleMarried Filing JointMarried Filing SeparateHead of HouseholdOtherNot Sure
Three main requirements for Head of Household filing status are: 1)You must be unmarried or considered unmarried on the last day of the tax year. 2)You must have paid more than half the cost of keeping up a home for the year. 3)A qualifying person must have lived with you in the home for more than half the year, with a specific exception for dependent parents.
Married Filing Joint - If you will be signing your COMPLETED TAX RETURN electronically, please provide email addresses
Single/HOH/Married Filing Separate/Other/Not sure - If you will be signing your COMPLETED TAX RETURN electronically, please provide email address
Last 4 of SSN*
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer date of birth Month/day/year*
Taxpayer Occupation*
Taxpayer Email
example@example.com
Spouse Legal Name*
Last 4 of Spouse SSN*
Spouse Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Occupation*
Spouse Email Address
example@example.com
Spouse date of birth Month/day/year*
Do taxpayer(s) wish to provide an emergency contact?*
Emergency Contact authorization will expire once your tax return is accepted or by the IRS/State or 12/31/2026. Whichever occurs first. Please provide name and phone number.
Do taxpayer(s) have anyone in possession of a Durable POA? *
Own/Lease hybrid or electric vehicle? If yes, we need vehicle registration form.*
Did you purchase a new vehicle in 2025 with USA final assembly? Beginning 2025-2028 you may be able to deduct the interest paid in each tax year. Additional documents will be needed.*
Did you receive tip income during 2025? Beginning 2025-2028 you may qualify for "No Tax On Tips" deduction. Additional documents may be needed.*
Did you receive overtime pay in 2025? Beginning 2025-2028 you may qualify for "No Tax On Overtime" deduction. Additional documents may be needed.*
To help us calculate your potential "No Tax On Overtime" deduction, please provide 2025 last pay stub for any employer that paid overtime.
Not sure of some items? We will review the form with you. Please list any additional questions at the bottom of this form.

We appreciate your business!

This letter confirms the terms of our engagement and the nature/extent of services we will provide. We will prepare your FEDERAL and STATE Income Tax Return(s) using the following information you provide to us.
ALPHA OMEGA TAX SERVICE will prepare your FEDERAL and STATE Income Tax Return(s) using the information you provide to us.Taxpayer(s) acknowledge that information submitted to AOTS to prepare tax return(s) can be substantiated by receipts, canceled checks and other documents. AOTS does not audit or use any procedures to discover defalcation or other irregularities.The only analysis work we will do is that which is necessary for preparation of your tax return.

The law imposes penalties to taxpayers who understate their tax liability. If you have concerns about penalties, please advise us.Taxpayer(s) understand that in the event of an audit, taxpayer(s) are responsible for gathering all necessary information for the audit. AOTS is available to represent taxpayer(s) and assist putting such information together for the IRS/any state at our then current rate.

Taxpayer(s) understand they are responsible for their own tax return and hold AOTS harmless for any misrepresentation of information that taxpayer(s) have provided to AOTS that result in additional tax, interest and/or penalties assessed by any Federal/State agency.

If a dispute arises out of or related to this engagement or the obligations of the parties therein and if any dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle any dispute by mediation. Disputes between AOTS and taxpayer(s) must be filed and handled in Acadia Parish, Louisiana at each party own expense. Taxpayer(s) understand the maximum resolution cannot exceed the cost paid for tax preparation services paid to AOTS.

AOTS will provide a copy of tax return upon completion and payment. We suggest that you store this in a safe, secure place. AOTS retains our copies for 3 years. Requests for additional copies will be subject to a $35 fee per year/instance.

Bookkeeping, estimates, and/or response to any notices are NOT included in any Tax Prep fees and are billed separately. Unpaid invoices are subject to late fees of 5% per month and may be submitted for collection. Returned checks will result in a $35 NSF fee. Any notices received by taxpayer(s) must be delivered to AOTS within 10 days. Do not email documents containing non-public information to us.

Should taxpayer(s) not complete the return, taxpayer(s) will be billed for work completed based on time and complexity by AOTS. Taxpayer(s) have read and accepted this engagement agreement with AOTS and have reviewed AOTS privacy policy located at lovemytaxlady.com.
Changes after signing your tax return, may result in additional tax preparation fees. Changes after tax return has been accepted by the IRS will result in additional fees.

Taxpayer initial to accept*
Written authorization must be provided to AOTS before any copy or fax of tax return(s) information will be released to any outside party. Additional fees apply
for this service. (Example: mortgage company, financial institutions, etc)

Taxpayer initial to accept*
Changes after signing your tax return, may result in additional tax preparation fees. Changes after tax return has been accepted by the IRS will result in additional fees.

Spouse initial to accept*
Written authorization must be provided to AOTS before any copy or fax of tax return(s) information will be released to any outside party. Additional fees apply
for this service. (Example: mortgage company, financial institutions, etc)

Spouse initial to accept*
Signature for accepting the terms and conditions of this document. Taxpayer Signature*
Signature for accepting the terms and conditions of this document. Spouse Signature*
Cash/CheckBank ACH payment ($3 fee)Credit Card (+4%CC Fee)Deduct from Refund ($70 Add'l Fee Applies)

We don't stop at tax season - We're available year-round to serve you!

Check out our Facebook page for weekly giveaways!! We are accepting new tax clients this year, if you are happy with our service, please tell someone about us. Our goal is to provide the best possible service to you, our client.

We appreciate your business!